Claude for Financial Services is a collection of agents, skills, commands, plugins, and data connectors for investment banking, equity research, private equity, and wealth-management workflows. Financial professionals use it to draft models, memos, research notes, and reconciliations for review by qualified people. The catalogue contains components from these workflows, including agents, skills, plugins, commands, and instructions.
Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add anthropics/financial-services --skill clean-data-xlsgit clone --depth 1 https://github.com/anthropics/financial-servicesWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/anthropics/financial-services/clean-data-xls)<a href="https://agentmods.dev/skills/anthropics/financial-services/clean-data-xls"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/clean-data-xls/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/anthropics/financial-services/clean-data-xls"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/clean-data-xls.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk pass
What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00091 | $0.00709 |
| Opus 5 | $0.00046 | $0.00354 |
| Sonnet 5 | $0.00018 | $0.00142 |
| Haiku 4.5 | $0.00009 | $0.00071 |
Grade A, and why
clean-data-xls scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured today.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
Copies of this mod
2 near-identical copies found in the catalogue:
- clean-data-xls — 100% identical, 0 lines differ
- clean-data-xls — 100% identical, 0 lines differ
How it starts
The opening of the file, as written. The whole thing — 51 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Clean Data
Clean messy data in the active sheet or a specified range.
Environment
- If running inside Excel (Office Add-in / Office JS): Use Office JS directly (
Excel.run(async (context) => {...})). Read viarange.values, write helper-column formulas viarange.formulas = [["=TRIM(A2)"]]. The in-place vs helper-column decision still applies. - If operating on a standalone .xlsx file: Use Python/openpyxl.
Workflow
Step 1: Scope
- If a range is given (e.g.
A1:F200), use it - Otherwise use the full used range of the active sheet
- Profile each column: detect its dominant type (text / number / date) and identify outliers
Step 2: Detect issues
| Issue | What to look for |
|---|---|
| Whitespace | leading/trailing spaces, double spaces |
| Casing | inconsistent casing in categorical columns (usa / USA / Usa) |
| Number-as-text | numeric values stored as text; stray $, ,, % in number cells |
| Dates | mixed formats in the same column (3/8/26, 2026-03-08, March 8 2026) |
| Duplicates | exact-duplicate rows and near-duplicates (case/whitespace differences) |
| Blanks | empty cells in otherwise-populated columns |
| Mixed types | a column that's 98% numbers but has 3 text entries |
| Encoding | mojibake (é, ’), non-printing characters |
| Errors | #REF!, #N/A, #VALUE!, #DIV/0! |
Step 3: Propose fixes
Show a summary table before changing anything:
| Column | Issue | Count | Proposed Fix |
|---|
Step 4: Apply
- Prefer formulas over hardcoded cleaned values — where the cleaned output can be expressed as a formula (e.g.
=TRIM(A2),=VALUE(SUBSTITUTE(B2,"$","")),=UPPER(C2),=DATEVALUE(D2)), write the formula in an adjacent helper column rather than computing the result in Python and overwriting the original. This keeps the transformation transparent and auditable. - Only overwrite in place with computed values when the user explicitly asks for it, or when no sensible formula equivalent exists (e.g. encoding/mojibake repair)
- For destructive operations (removing duplicates, filling blanks, overwriting originals), confirm with the user first
- After each category of fix (whitespace → casing → number conversion → dates → dedup), show the user a sample of what changed and get confirmation before moving to the next category
- Report a before/after summary of what changed
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- today First seen · 51 lines · 91 tokens per session scan A f0dfceb01532
clean-data-xls is a skill published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed today), licensed Apache-2.0. It adds 91 tokens to every session and 709 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-12.
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